How do you ensure your child’s education savings strategy is truly future-proof?

Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons.

Iván and Evan discuss:

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• The significance of a flexible strategy over a singular financial product [00:05:00]
  
• Comparisons of common education savings accounts, like 529 plans and UTMA accounts [00:18:30]
  
• How to leverage whole life insurance for educational funding [00:25:00]
  
• The importance of maintaining options and controlling opportunity costs [00:30:15]
  
• And more
  

Connect with Iván Watanabe:

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• Opus Private Client, LLC 
  
• iwatanabe@opus-pc.com
  
• LinkedIn: Iván Watanabe
  
• YouTube: OPUS Private Client, LLC
  

Connect with Evan Wohl:

• 
  
• Opus Private Client, LLC 
  
• ewohl@opus-pc.com 
  
• LinkedIn: Evan Wohl
  
• YouTube: OPUS Private Client, LLC